Trade Desk (NASDAQ:TTD) Director Sells $3,131,112.60 in Stock

The Trade Desk (NASDAQ:TTD) Director Kathryn Falberg sold 102,828 shares of the stock in a transaction that occurred on Thursday, March 5th. The shares were sold at an average price of $30.45, for a total value of $3,131,112.60. Following the transaction, the director owned 1,946 shares of the company’s stock, valued at approximately $59,255.70. This trade represents a 98.14% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink.

Trade Desk Stock Performance

Shares of TTD stock traded down $0.72 during mid-day trading on Monday, reaching $28.56. 16,052,469 shares of the company were exchanged, compared to its average volume of 17,627,082. The business’s 50 day simple moving average is $30.97 and its 200 day simple moving average is $40.64. The company has a market capitalization of $13.81 billion, a P/E ratio of 31.73, a P/E/G ratio of 1.16 and a beta of 1.13. The Trade Desk has a fifty-two week low of $21.08 and a fifty-two week high of $91.45.

Trade Desk (NASDAQ:TTD) last posted its quarterly earnings results on Wednesday, February 25th. The technology company reported $0.59 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.59. Trade Desk had a net margin of 15.31% and a return on equity of 16.89%. The firm had revenue of $846.79 million for the quarter, compared to analysts’ expectations of $840.56 million. During the same period in the prior year, the company posted $0.59 earnings per share. The firm’s quarterly revenue was up 14.3% on a year-over-year basis. On average, analysts forecast that The Trade Desk will post 1.06 EPS for the current year.

Trade Desk announced that its board has authorized a stock buyback program on Wednesday, February 25th that authorizes the company to repurchase $350.00 million in shares. This repurchase authorization authorizes the technology company to reacquire up to 2.9% of its shares through open market purchases. Shares repurchase programs are often a sign that the company’s board believes its shares are undervalued.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on TTD shares. Morgan Stanley reduced their price target on shares of Trade Desk from $42.00 to $30.00 and set an “equal weight” rating on the stock in a research report on Thursday, February 26th. Wells Fargo & Company cut their price objective on Trade Desk from $42.00 to $25.00 and set an “equal weight” rating on the stock in a research note on Thursday, February 26th. Citizens Jmp downgraded Trade Desk from an “outperform” rating to a “market perform” rating in a report on Friday, January 23rd. Citigroup decreased their target price on Trade Desk from $50.00 to $38.00 and set a “neutral” rating for the company in a research report on Tuesday, January 27th. Finally, Evercore reiterated an “outperform” rating on shares of Trade Desk in a report on Monday, February 23rd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, fifteen have given a Hold rating and five have given a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $43.45.

Trade Desk News Summary

Here are the key news stories impacting Trade Desk this week:

• Positive Sentiment: Reports that The Trade Desk is in talks to help power advertising on OpenAI’s ChatGPT and that CEO Jeff Green made a large insider buy have driven optimism about new revenue channels and management confidence. Trade Desk Weighs OpenAI ChatGPT Ad Tie Up As CEO Boosts Stake
• Positive Sentiment: The Trade Desk is pushing its connected-TV (CTV) offering to capture premium streaming ad budgets as video made up roughly half of Q4 2025 business — a structural growth opportunity if it secures more premium CTV supply. Trade Desk’s CTV Platform Targets Premium Streaming Ad Budgets
• Neutral Sentiment: Analyst and media commentary argue TTD could be attractive at current multiples given its long-term growth track record and new product (Kokai) progress, but note recent revenue deceleration — framing the stock as a potential bargain with execution risk. This Stock Up Nearly 900% in the Past Decade Is a Rare Bargain Opportunity
• Negative Sentiment: The Trade Desk announced a board resignation and a governance transition, creating near-term uncertainty around oversight and strategy during a sensitive period of product and partnership execution. The Trade Desk Announces Board Resignation and Governance Transition
• Negative Sentiment: Wedbush reiterated an Underperform rating, and several pieces highlight a ~25% decline over the past three months amid macro pressure and intensifying competition — analyst skepticism is adding selling pressure. Trade Desk’s (TTD) Underperform Rating Reiterated at Wedbush
• Negative Sentiment: Coverage pointing out a 25% three‑month slide and slower near‑term revenue growth reinforces concerns about execution and margin sustainability, pressuring sentiment. TTD Declines 25% in the Past 3 Months: How to Play the Stock?

Institutional Investors Weigh In On Trade Desk

Institutional investors and hedge funds have recently bought and sold shares of the business. Family Legacy Financial Solutions LLC boosted its stake in Trade Desk by 163.2% in the third quarter. Family Legacy Financial Solutions LLC now owns 500 shares of the technology company’s stock valued at $25,000 after acquiring an additional 310 shares during the period. Versant Capital Management Inc lifted its holdings in shares of Trade Desk by 175.8% in the 3rd quarter. Versant Capital Management Inc now owns 524 shares of the technology company’s stock worth $26,000 after purchasing an additional 334 shares during the last quarter. Root Financial Partners LLC bought a new stake in shares of Trade Desk in the 3rd quarter worth approximately $26,000. Elevation Wealth Partners LLC boosted its position in Trade Desk by 2,382.8% during the 4th quarter. Elevation Wealth Partners LLC now owns 720 shares of the technology company’s stock valued at $27,000 after purchasing an additional 691 shares during the period. Finally, Twin Peaks Wealth Advisors LLC bought a new position in Trade Desk during the 2nd quarter worth $28,000. Institutional investors and hedge funds own 67.77% of the company’s stock.

About Trade Desk

The Trade Desk, Inc (NASDAQ: TTD) is a technology company that provides a demand-side platform (DSP) for programmatic digital advertising. Its platform enables advertisers, agencies and other buyers to plan, purchase and measure ad inventory across digital channels, including display, video, mobile, audio, native and connected TV. By centralizing real‑time bidding, audience targeting and inventory access, the company aims to help clients optimize media spend and reach audiences at scale across publishers and ad exchanges.

Founded in 2009 by Jeff Green and Dave Pickles, The Trade Desk grew from a focus on programmatic display into a global ad‑tech provider.